How Valor does business

...account or an employer sponsored retirement account, Valor Investment Management provides discretionary investment management services through discretionary authorization.  This is set up utilizing a contract between the client, the custodian of the account (e.g. Fidelity, TIAA-CREF, First Clearing, etc…) and Valor Investment Management.  All contract work is handled by Valor Investment Management, LLC and for the most part is standardized through existing forms with Custodians and Brokers (e.g. Fidelity, TIAA-CREF, TradePMR, First Clearing, LLC, etc…).  The chances are very likely that if you have an existing account then there is an existing form.  Valor Investment Management also sets up retirement accounts and can consolidate accounts from previous employers.

The Process

With Valor Investment Management the client is included in a comprehensive strategy session in which the appropriate investment goals and risk appetite are determined.  Goals can range from Income Generation to Trading & Speculation to Retirement Saving to Capital Preservation.  The goals and risk profile are primarily determined by factors like income, assets, retirement savings, dependents and age.

Once all of the due diligence and account setup is complete, Valor Investment Management is ready to act as your emissary to the investment world.  This means that Valor Investment Management stands on guard daily monitoring the global economic and political environment.

Typically, a few mainstream investment methods and/or styles are used today.  Fundamental and Technical Analyses or Value and Growth Styles are a few common examples.  Most mutual funds and exchange-traded funds are locked into one style and many investment professionals are limited to a select few styles that they are trained in or that their parent company allows.  Valor Investment Management, LLC tailors investment strategies for each client, not forced to fit into a limited number of options.  Unlike the majority of “funds” and a lot of investment firms, Valor Investment Management, LLC is not limited to one or two styles, adapts as conditions change and utilizes Options (financial derivatives) to help manage risk, generate income and enhance return potential.

Fundamental Analysis is a method of evaluating securities by attempting to measure the intrinsic value of a particular stock.  Fundamental analysts study the overall economy, industry conditions, and the financial condition and management of particular companies.

Technical Analysis is a method of evaluating securities by analyzing statistics generated by market activity, such as past prices charts and volume.  Technical analysts do not attempt to measure a security’s intrinsic value.

Market Timing is a method of investing in which the investor attempts to predict the future moves of securities, industries or overall markets.

Value Style Investing is a management style that looks for stocks that are currently selling at distressed prices that have solid underlying fundamentals.  These stocks typically sell at the lower end of their 52-week price range and have low price-earnings (P/E) ratios and higher than average dividend payout ratios.

Growth Style Investing is a management style that attempts to find stocks with positive earnings momentum.  These stocks typically sell at the upper end of their 52-week price range, have high P/E ratios and lower than average dividend payout ratios.

Typically in the investment world professionals will choose sides and stick to it similar to remaining loyal to their favorite sports team or choosing their political alliance.  This is not the way Valor Investment Management, LLC operates.  Each and every one of these strategies has its’ own strengths and weaknesses.

At Valor Investment Management, LLC all relevant information is weighed and taken into consideration.

Valor Investment Management firmly believes in the utilization of Options contracts.  Options contracts can play a significant role in reducing the risk in a portfolio and potentially enhance returns.

Options contracts provide a level of investment sophistication that is simply essential in today’s investment world and will continue to be in the future!